How to Export Permission Set in Salesforce?

When managing user access, security reviews, or compliance documentation in Salesforce, exporting Permission Set details becomes an essential administrative task. However, Salesforce does not provide a straightforward way to export multiple Permission Sets in a structured format, forcing Admins and Developers to rely on repetitive manual processes.

For growing Salesforce orgs with dozens or even hundreds of Permission Sets, manually opening each record and copying permissions individually quickly becomes time-consuming and difficult to manage. This not only slows down audit and review processes but also increases the risk of missing critical access details.

Common Challenges with Native Salesforce Permission Set Export

Using standard Salesforce functionality for Permission Set exports often creates operational bottlenecks for Admin teams:

• No built-in support for bulk Permission Set export
• Requires opening and reviewing Permission Sets one by one
• Manual copying increases chances of human error
• Difficult to compile permission data into a single organized report
• Inefficient for enterprise environments with large-scale access management

As Salesforce environments continue to scale, these limitations make Permission Set auditing, documentation, and access analysis far more complex than they need to be.

How BOFC Simplifies Exporting Permission Sets in Salesforce?

With BOFC, all selected Permission Sets are exported into one Excel workbook, where each Permission Set is organized into its own worksheet tab, making access review fast and intuitive.

BOFC provides a complete and detailed Permission Set export, including:

• Object-level access

• App-level access

• Tab visibility settings

• User and Administrative permissions

• Record Type access

• Apex Class access

• Visualforce Page access

• Field-level permissions

This comprehensive export helps Admins perform accurate Salesforce security audits and maintain clear access documentation.

Few Simple Steps to Export Permission Set in Salesforce

1. Open the BOFC Home > Click “Export Multiple Permission Set (Complete Details)”

2. It will open below screen for BOFC “Export Multiple Permission Sets”

3. User can choose different actions on Export screen. This below image is highlighted with number and has its description as below:

1. Select single or multiple Permission Sets from the drop down
2. Select which permission Set components needs to be exported (for eg: Object details, Apex permissions, Record type settings, user permissions etc)
3. Select “if user wants to export components which are unmanaged or components related to managed packages and unmanaged (both)?
4. Select “if user wants to export or compare Permission Set”?
5. Click “Click to Initiate Export” button to export xls file for all the selected permission sets with all the selected components. It will exports single xls (with multiple tabs, one tab for each Permission Set) for all the selected Permission Sets in Salesforce.
6. The Component list doesn’t have object “Fields Permissions”. To export or update Field permissions for Multiple objects and multiple Permission Sets use the “Click Here” link to open the field permissions page

4. On clicking the export buttons, it will display a small section on the page. This section show the status of your export for multiple Permission Sets Wait for couple of seconds, until status is changed to “Completed” in the export status table.

1. Status: Shows if process got completed or not
2. Processed: Shows no of permission sets which are successfully processed
3. Failure: Shows no of permission sets which got error out

5. Once status is “Completed”, your file is ready for export. Click on “Download” link to download your Permission Sets export in xls.

“Click Download Link” : On clicking this link, it will download a xls file for all the selected Permission Sets. Each Permission Set is represented as a separate tab in xls. Each Tab will have complete detail of all the selected component types.

Benefits of Using BOFC Application

• Bulk export multiple Permission Sets in XLS format

• One-click, no-code, fully clickable interface

• Eliminates manual copying and repetitive work

• Saves hours of admin effort during audits and reviews

• Ideal for compliance, governance, and access analysis

Conclusion

Exporting Permission Sets in Salesforce is an important part of access management, compliance reporting, and security auditing. While Salesforce provides the flexibility to manage permissions effectively, the standard export process can become slow and difficult when handling multiple Permission Sets across large orgs.

With BOFC, Salesforce Admins and Developers can simplify this process by exporting multiple Permission Sets in bulk through an intuitive and time-saving interface. Instead of manually reviewing Permission Sets one at a time, teams can generate organized permission data faster, reduce administrative effort, and improve overall audit efficiency.

Whether you are managing enterprise-level security reviews or maintaining internal documentation, BOFC helps streamline Permission Set exports and makes Salesforce administration significantly more productive.